CNYBJ Data Center Lists

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Financial Planners

Ranked by Assets Under Management Locally

Rank	Name Address Phone/Website	Assets Under Management Locally	CNY Financial Consultants	Accounts -- Fee-Paying Clients	Description of Compensation	Key Local Executives	Year Estab.
1.	Equitable Advisors 120 Madison St., Suite 1900 Syracuse, NY 13202 (315) 425-6346/empirestate.equitableadvisors.com	$12.4B	321	- -- -	fee or commission	Kelly DeMay, Executive VP Anthony Stevens, VP Kurt D'Angelo, VP	1930
2.	Community Investment Services 5790 Widewaters Parkway Syracuse, NY 13214 (800) 234-5228/communityinvestmentservices.com	$8.6B	42	30,000 -- 22,000	fee and commission	Michael Cerminaro, President & CEO, CB Wealth Management	1983
3.	RBC Wealth Management 5786 Widewaters Parkway DeWitt, NY 13214 (315) 423-1400/rbcwealthmanagement.com/syracuse	$4.1B	13	3,400 -- -	fee or commission	Frank Albanese, Senior Managing Director - Complex Director	1909